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Data Flow of Bi-directional integration between MSCRM Online & Microsoft Dynamics GP is shown in the table below.
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Process Map of Bi-directional integration between Dynamics365/MSCRM Online & Microsoft Dynamics GP is shown in the image below.
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Pre-requisites for Integration |
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- Setup and Configuration of eConnect Runtime Service for the Domain and User accessing GP database.
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DBSync GreatPlains Integration Installation in Dynamics365/MSCRM OnlineCreation of Custom fields in MSCRM |
- Follow the steps to include DBSync fields into Form Editor.
- For the Account entity, two fields need to be created.
- Go to Settings > Customize > Entities> Account > Create field > GP Id (Text field).
- Go to Settings > Customize > Entities> Account > Create field >Sync To Gp(Multiple Options) Picklist names-Sync,Synced,Not Synced.
- For the Product entity, two fields need to be created.
- Go to Settings > Customize > Entities> Product > Create field > GP Id (Text field).
- Go to Settings > Customize > Entities> Product > Create field >Sync To Gp(Multiple Options) Picklist names-Sync,Synced,Not Synced.
- For the Invoice Header fields entity, three fields need to be created.
- Go to Settings > Customize > Entities> Invoice > Create field > GP Id (Text field).
- Go to Settings > Customize > Entities> Invoice > Create field >Sync To Gp(Multiple Options) Picklist names-Sync,Synced,Not Synced.
- Go to Settings > Customize > Entities> Invoice > Create field > DBSync Error (Text field).
- For the Invoice Line Item fields entity, one field needs to be created.
- Go to Settings > Customize > Entities> Invoice Line > Create field >DBSync GP Id (Text field).
- At this point, you have successfully completed the configuration of your Dynamics365/MSCRM Online instance for integration with Microsoft Dynamics GP.
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- Go to www.mydbsync.com and register for a Free Trial. Ensure that Source & Target Adapters are Dynamics365/MSCRM Online & Microsoft Dynamics GP respectively.
- It is necessary that the On-Premise version of DBSync is used for Dynamics365/MSCRM Online and Microsoft Dynamics GP Integration. In order to use DBSync On-Premise, DBSync should be installed locally and DBSync Account should be switched to On-Premise from On Demand.
- To learn more about the process of installing DBSync, link: http://help2.mydbsync.com/docs1/display/dbsync/DBSync+On-Premise+Installation
- To learn more about the process of switching DBSync Account from On Demand to On-Premise, link: http://help2.mydbsync.com/docs1/display/dbsync/DBSync+On+Demand+to+On+Premise
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with Dynamics365/MSCRM Online & |
- Login to www.mydbsync.com with your Username & Password.
- Once logged in, click on My Home from the Menu and click Launch.
- Once launched, you will be redirected to the DBSync Project page in the next tab.
- Click on the project Dynamics365/MSCRM OnlineGreatPlains: BiDirectional and then, click on Connectors on the left panel.You will see Salesforce and GreatPlains Connectors.on the Connectors menu.
- Click on Dynamic GreatPlains Connectors
- Click on GreatPlains Connector and enter the details as mentioned below:
- For GreatPlains
- eConnectPort : 18888.
- Data source: DESKTOPUSERNAME\MSSQLSERVER.
- Database name : <<GreatPlains Company Database name >>.
- Click Save and Validate Connection to save and validate your GreatPlains adapter.
- Click on Microsoft CRM Connector. Enter your Microsoft CRM Enter your Microsoft Dynamics GP global administrator Username and Password.
- In the above example, your server_name should be prefixed in place of the default value.
- Scroll down to the bottom of the section and click Validate Connection to validate your Microsoft Dynamics GP credentials and Save.
- If you are using it for the first time, click on the Activate option for screen appear. Enter your global Administrator Username, and accept the terms and conditions. Now users can connect to the Microsoft Dynamics GP account.
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DBSync Configuration for Dynamics365/MSCRM Online |
- Login to www.mydbsync.com with your Username & Password.
- Once logged in, click on My Home from the Menu and click on Development Studio.
- Once launched, you will be redirected to the DBSync Project page in the next tab.
- Click on the Connectors menu.
- Click on Dynamic365/MSCRM Online Connectors.
- Enter your Dynamics365/MSCRM Online global administrator Username and Password. Make
- Make sure you modify the "Dynamics365/MSCRM Soap URL" according to the domain name provided to you by Microsoft at the time of registration for Microsoft Dynamics CRM Online application. A simple example is - Microsoft CRM Soap URL : https:// (https://**)<<server_name>/.
- In the above example, your server_name should be prefixed in place of the default value.
- Scroll down to the bottom of the section and click Validate Connection to validate your Microsoft CRM credentials. Then, click Dynamics365/MSCRM Online credentials and Save.
- If you are using it for the first time, click on the Activate button. A option for screen will appear. Enter your global Administrator Username, and accept the terms and conditions. You Now user can now connect to your MS online the Dynamic365/MSCRM Online account.
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Running the integration |
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